We collect personal information when you:
Submit your name, email, phone number, or other contact details through our forms.
Schedule a consultation.
Opt in for a free resource, webinar, or strategy session.
This information may include:
Contact information (name, email, phone)
Business and financial details voluntarily provided
IP address and browsing behavior (via cookies or analytics tools)
We may use your information to:
Send requested resources and follow up via email/text
Schedule and confirm appointments
Provide tailored tax planning advice
Improve our website and services
Send updates, marketing materials, and offers (with opt-out options)
We do not sell your personal information to third parties.
We use secure platforms and protocols (e.g. HTTPS, data encryption, third-party tools with privacy compliance) to protect your information.
We may use services like Mailchimp, Calendly, ClickFunnels, Google Analytics, or Meta Ads that collect limited data to help us run and improve our funnel. These tools comply with their respective privacy standards.
You may:
Request access or deletion of your data
Unsubscribe at any time using the link in our emails
For questions about this policy, email us at: [email protected]
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